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Client Service Associate Jobs in Smithtown, NY (NOW HIRING)

Invesco

Client Service Associate

New York, NY · Hybrid

$80K - $85K/yr

We are looking for our next Client Service Associate to support our growing business. Successful candidates will have experience working in a collaborative work environment for a financial services ...

Guidepoint

Client Service Associate

New York, NY · On-site

$70K/yr

As an Associate on the Client Service team, you will play a central role in delivering that experience. You will learn how to assess client needs, identify the types of experts best suited to address ...

Guidepoint

Client Service Associate

New York, NY · Hybrid

$70K/yr

As an Associate on the Client Service team, you will play a central role in delivering that experience. You will learn how to assess client needs, identify the types of experts best suited to address ...

Guidepoint

Client Service Associate

New York, NY · Hybrid

$70K/yr

As an Associate on the Client Service team, you will play a central role in delivering that experience. You will learn how to assess client needs, identify the types of experts best suited to address ...

Guidepoint

Client Service Associate

New York, NY · Hybrid

$15.75 - $22/hr

As an Associate on the Client Service team, you will play a central role in delivering that experience. You will learn how to assess client needs, identify the types of experts best suited to address ...

SPS North America

Client Service Associate

East Meadow, NY

$15 - $20.75/hr

We are seeking a reliable and detail-oriented Client Service Associate to join our team. The ideal candidate will be responsible for mailroom tasks, print production, restocking and maintaining ...

Morgan Stanley

Client Service Associate

New York, NY

$34K/yr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...

Morgan Stanley

Client Service Associate

New York, NY · On-site

$34K/yr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...

COGENCY GLOBAL INC.

Be Seen First

Client Service Associate

New York, NY · Remote

$40K - $45K/yr

Client Service Associate Schedule: Monday-Friday, 10:00 AM - 6:00 PM Salary: $45-50K About the Role: We're seeking a motivated professional with corporate and customer service experience to join our ...

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All JobsClient Service Associate JobsClient Service Associate Jobs in Smithtown, NY

Client Service Associate information

See Smithtown, NY salary details

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How much do client service associate jobs pay per hour?

As of Aug 18, 2026, the average hourly pay for client service associate in Smithtown, NY is $17.37, according to ZipRecruiter salary data. Most workers in this role earn between $14.13 and $19.47 per hour, depending on experience, location, and employer.

What is a client service associate?

Client Service Associates are professionals who support financial advisors or account managers by assisting clients with their needs, addressing inquiries, and processing account transactions. They often serve as the first point of contact for clients, ensuring a smooth and positive experience. Their responsibilities may include handling documentation, managing account information, resolving issues, and maintaining strong client relationships. In many organizations, they play a crucial role in ensuring client satisfaction and operational efficiency.

How does a client service associate typically collaborate with financial advisors and other team members?

Client Service Associates work closely with financial advisors to ensure that clients receive timely and accurate support. They often coordinate client meetings, prepare account documentation, and act as a liaison between clients and the advisory team. Effective communication and strong organizational skills are essential, as the role requires managing multiple requests while maintaining attention to detail. Collaboration with operations teams and compliance departments is also common to resolve client issues and ensure regulatory requirements are met.

What are the key skills and qualifications needed to thrive as a client service associate, and why are they important?

To thrive as a Client Service Associate, you need strong communication, organizational, and problem-solving skills, often backed by a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes financial or industry-specific platforms is typically required. Outstanding interpersonal skills, attention to detail, and a proactive attitude help build client trust and foster positive relationships. These competencies are essential for ensuring client satisfaction, efficient service delivery, and long-term business success.

What is the difference between Client Service Associate vs Customer Support Specialist?

AspectClient Service AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer relevant certificationsHigh school diploma or equivalent; technical certifications optional
Work EnvironmentFinancial institutions, banks, investment firmsRetail, tech companies, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, e-commerce, tech support
Common Search & Comparison IntentUnderstanding roles in finance and client interactionCustomer service roles in various industries

The Client Service Associate typically works in financial institutions, focusing on client interactions, account management, and financial products. In contrast, a Customer Support Specialist often handles technical issues, product inquiries, and general customer assistance across diverse industries. While both roles require strong communication skills, the Client Service Associate's work is more finance-oriented, whereas the Customer Support Specialist's role is broader and more technical.

How much do client service associates make?

The average salary for a client service associate typically ranges from $40,000 to $55,000 annually, depending on experience, location, and the industry. Entry-level roles may start lower, while experienced associates or those with specialized skills can earn higher wages, often supplemented with bonuses or benefits.

What cities near Smithtown, NY are hiring for Client Service Associate jobs?

Cities near Smithtown, NY with the most Client Service Associate job openings:

Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Smithtown, NY as of August 2026, with employment types broken down into 89% Full Time, and 11% Part Time. Highlights an 97% In-person, and 3% Remote job distribution, with an average salary of $36,133 per year, or $17.4 per hour.

Sr Client Service Associate

Wealth Enhancement Group

Great Neck, NY • On-site

$80K - $90K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 28 days ago

Job description

About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide.
Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
Our Great Neck, NY office has an exciting opportunity for a Sr Client Service Associate! This role serves as the liaison between the client and the Financial Advisor (FA) as part of our High-Net-Worth team. You will work with all aspects of the client experience by helping to deliver excellent service to clients and support, including financial paperwork and financial account review preparation. The ideal candidate thrives in a team-oriented environment and is motivated by helping others.
This is an on-site position working in our office Monday through Friday.
In the spirit of pay transparency, we are excited to share the base salary range for this position is $80,000.00 to $90,000.00. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one.
Primary Job Functions
New Client Onboarding
  • Ensures accurate completion of prospect/new client paperwork/set up
  • Follow up on funds transfer from surrendering company
  • Maintains CRM-Salesforce database
  • Research and follow up on any issues with the Broker/Dealer, Wealth Enhancement Group Operations, and vendors
  • Record incoming assets to the appropriate blotting tool
Client Relationship Management
  • Dialogues with client to understand their personal history and current financial needs
  • Prepares account transactions, trades, deposits, withdrawals, RMDs, etc.
  • Communicates to understand client requests, determines what needs to be done; communicates to the advisor or handles issue resolution, includes death claim processing
  • May work with client's tax or legal counsel on client concerns
Client Review Prep and Follow Up
  • Gather client data and may prepare the materials for client meetings and reviews
  • Conducts tax research (1099s)
  • Completes any follow-up needs for clients
Industry/Company Knowledge
  • Demonstrates knowledge and can accurately execute against WEG's Suitability Guidelines, operational processes, and sales model
  • Understands financial terminology and products
  • Working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, and charitable giving practices
  • Attends Client Services and company educational events
Team and Corporate Support
  • Assists Advisor Team Operations to streamline processes
  • Completes operational projects to support enhancements and changes
  • Communicates process and sales updates to team
Education/Qualifications
  • Bachelor's Degree (or equivalent experience) in business; finance, economics or related
  • 3+ years Financial Services experience preferred
  • Minimum of 1 year as Client Service Associate
  • Superior verbal and written communication skills
  • Proficient with Microsoft Office Suite; strong proficiency with Excel
  • Familiarity with Salesforce and Support Org functionality
WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as the Career level is $51,450.00 to $84,000.00. However, the base salary range bolded above is what we expect to pay as a starting range for this position.
Comprehensive Benefits Offerings
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:
  • Training and professional development
  • Medical, dental and vision coverage (Available to full-time employees and their families)
  • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
  • Life and AD&D insurance - employer paid and voluntary options
  • Short-term and long-term disability, workers compensation - employer paid
  • 401k with match and profit sharing
  • Wellness programs and resources
  • Voluntary benefits, including pet insurance
  • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
  • 12 paid holidays each year (10 pre-determined and 2 floating days)
  • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
  • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.

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